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FED Hermes Shrt DUR HI Yield (FHYS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares200,521 from 84,182
Change+116,339 (+138%)
Value$4.5M (+$2.6M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares126,117 from 108,754
Change+17,363 (+16%)
Value$2.8M (+$325.0K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares41,172 from 36,584
Change+4,588 (+13%)
Value$924.3K (+$81.4K)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares26,851 from 45,520
Change-18,669 (-41%)
Value$602.8K (-$446.0K)
Filed 2026-10-30
Prosperity Financial Group, Inc.
NEW
Shares23,838
Change+23,838
Value$535.2K
Filed 2026-10-29
Destiny Wealth Partners, LLC
NEW
Shares17,203
Change+17,203
Value$388.4K
Filed 2026-11-05
Creative Financial Designs Inc
INCREASED
Shares15,649 from 1,600
Change+14,049 (+878%)
Value$351.3K (+$314.5K)
Filed 2026-11-04
Davenport & Co LLC
DECREASED
Shares12,766 from 30,270
Change-17,504 (-58%)
Value$286.6K (-$410.8K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares1,416
Change+1,416
Value$31.8K
Filed 2026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$22.5K (-$590)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.6K ($0)
Filed 2026-11-06
Tuttle Capital Management, LLC
CLOSED
Shares0 from 41,446
Change-41,446 (-100%)
Value$0 (-$954.9K)
Filed 2026-10-21
WFA of San Diego, LLC
N/A
Shares— from 51,639
Change-51,639 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 48,842
Change-48,842 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 43,708
Change-43,708 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 30,876
Change-30,876 (-100%)
Value—
&partners
N/A
Shares— from 28,513
Change-28,513 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 22,156
Change-22,156 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 21,950
Change-21,950 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,880
Change-12,880 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,926
Change-11,926 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,850
Change-8,850 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,417
Change-4,417 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 217
Change-217 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED200,52184,182+116,339+138%$1.9M$4.5M+$2.6M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED126,117108,754+17,363+16%$2.5M$2.8M+$325.0K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED41,17236,584+4,588+13%$842.9K$924.3K+$81.4K2026-11-06
Truist Financial Corp
DECREASED26,85145,520-18,669-41%$1.0M$602.8K-$446.0K2026-10-30
Prosperity Financial Group, Inc.
NEW23,838—+23,838——$535.2K—2026-10-29
Destiny Wealth Partners, LLC
NEW17,203—+17,203——$388.4K—2026-11-05
Creative Financial Designs Inc
INCREASED15,6491,600+14,049+878%$36.9K$351.3K+$314.5K2026-11-04
Davenport & Co LLC
DECREASED12,76630,270-17,504-58%$697.4K$286.6K-$410.8K2026-10-14
Provenance Wealth Advisors, LLC
NEW1,416—+1,416——$31.8K—2026-10-30
Capital Investment Advisory Services, LLC
UNCHANGED1,0001,00000%$23.0K$22.5K-$5902026-10-30
Allworth Financial LP
UNCHANGED20020000%$4.6K$4.6K$02026-11-06
Tuttle Capital Management, LLC
CLOSED041,446-41,446-100%$954.9K$0-$954.9K2026-10-21
WFA of San Diego, LLC
N/A—51,639-51,639-100%$1.2M———
Pine Valley Investments Ltd Liability Co
N/A—48,842-48,842-100%$1.1M———
Envestnet Asset Management Inc
N/A—43,708-43,708-100%$1.0M———
Steward Partners Investment Advisory, LLC
N/A—30,876-30,876-100%$711.4K———
&partners
N/A—28,513-28,513-100%$656.9K———
Osaic Holdings, Inc.
N/A—22,156-22,156-100%$510.5K———
NewEdge Advisors, LLC
N/A—21,950-21,950-100%$505.7K———
Jane Street Group, LLC
N/A—12,880-12,880-100%$296.8K———
Summit Financial, LLC
N/A—11,926-11,926-100%$276.1K———
Hilltop Holdings Inc.
N/A—10,500-10,500-100%$241.9K———
Janney Montgomery Scott LLC
N/A—8,850-8,850-100%$204.0K———
Capital Analysts, LLC
N/A—4,417-4,417-100%$102.0K———
Northwestern Mutual Wealth Management Co
N/A—217-217-100%$5.0K———
Sachetta, LLC
N/A—43-43-100%$1.0K———
Wells Fargo & Company
N/A—00—$1———
Showing 27 of 27 institutions